AH
Anthony Huber
LEGACY WEALTH MANAGEMENT
Boise, ID 83713
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CRD#: 7229174
AH
Professional summary
Anthony Huber, who also goes by Tony Huber, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Boise, Idaho.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Anthony has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Huber
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Anthony Huber's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 12, 2025 - Present
LEGACY WEALTH MANAGEMENT, LLC
Office #1: 13965 W. Chinden Blvd. Suite 100, Boise, ID 83713RIA
CRD#: 174767
Boise, ID
Past
October 8, 2021 - January 7, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOISE, ID
Past
June 8, 2020 - January 7, 2025
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
BOISE, ID
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(2/12/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
